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Travel & Leisure  // Browsing posts in Travel & Leisure

Apr 26 2012 Travel & Leisure

Priceline’s Booking.com Hotel Friendly, Industry Awaits Google (PCLN)

Research Question: How is Priceline’s Booking.com performing as it penetrates the North American market, and how does it compare to Expedia, Hotels.com, Travelocity and other OTAs? By:  Susan Jennings Kantari Companies: EXPE, GOOG, OWW, PCLN, TRIP Click here to download the report (.pdf)   Summary of Findings Hotel reservation agents said Booking.com’s (Priceline.com Inc./PCLN) competitive advantages include […]

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Apr 17 2012 Travel & Leisure

Few Fuel Surcharges Arise During 2012 Wave Season (CCL, RCL)

Research Questions: How does 2012’s wave season compare with 2011’s in terms of bookings, pricing and incentives? How much will the Costa Concordia and Costa Allegra accidents affect the industry? By:  Susan Jennings Kantari Companies: CCl, LON:CCL/CUK, RCL Click here to download the report (.pdf)   Summary of Findings The number of sources reporting increases in year-to-year […]

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Mar 27 2012 Travel & Leisure

Cruise Lines Hold Their Course, Try to Bypass Travel Agents (CCL, RCL)

Research Questions: How does 2012’s wave season compare with 2011’s in terms of bookings, pricing and incentives? How much will the Costa Concordia and Costa Allegra accidents affect the industry? By:  Susan Jennings Kantari Companies: CCl, LON:CCL/CUK, RCL Click here to download the report (.pdf)   Summary of Findings †  Our 10 sources, including six repeat sources, […]

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Mar 08 2012 Travel & Leisure

Cruise Bookings, Pricing Plateau, Costa Accidents a Nonissue (CCL, RCL)

Research Question: How does the 2012 wave season compare with 2011 in terms of bookings, pricing and incentives, and how has the Costa Concordia grounding affected the cruise industry? By:  Susan Jennings Kantari Companies: CCL, LON:CCL/CUK, RCL Click here to download the report (.pdf)   Summary of Findings Compared with our Feb. 7 report, bookings, pricing and […]

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Feb 07 2012 Travel & Leisure

Wave Season Bookings, Prices Higher, Unaffected by Costa Concordia (CCL, RCL)

Research Questions: What does this year’s wave season hold for the cruise industry? Also, how much will the grounding of Carnival’s Costa Concordia affect the overall cruise business? By:  Susan Jennings Kantari Companies: CCL, DIS, LON:CCL/CUK, RCL Click here to download the report (.pdf)   Summary of Findings Five of six travel agents said overall cruise bookings […]

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Sep 08 2011 Services, Travel & Leisure

Expedia to Benefit from International Online Booking Growth (EXPE)

Research Question: Will Priceline and Expedia continue to exceed sales expectations despite sluggish economies throughout the world? By: Susan Jennings Kantari Companies: AWAY, ETR:HTL, EXPE, FRA:CLV/CTRP, HKG:0700, LONG, OWW, PCLN, SIN:5AM, TZOO Click here to download the report (.pdf)   Summary of Findings Overall online bookings are increasing in the United States, Europe and China. Internationally Expedia […]

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HomeAway Is Far and Away the Vacation Rental Leader (AWAY, EXPE)

Research Question: Can HomeAway sustain its growth, and will its online business model be a game changer in the vacation rental industry? By: David Franklin Companies: AWAY, LSTZA Click here to download the report (.pdf)   Summary of Findings HomeAway Inc. (AWAY) and its Web sites, including VRBO, were one of the first to market and are […]

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Jun 16 2011 Services, Travel & Leisure

Cruise Industry Update Pre-Carnival Earnings (CCL, RCL)

Findings: CCL’s 2H11 revisions on June 13 encapsulate Blueshift’s March and April cruise industry report findings By: Susan Jennings Kantari Companies: CCL, RCL Click here to download the report (.pdf)   Background Blueshift’s March and April reports in on the cruise industry revealed many similarities to what Carnival announced this week regarding its 2H11 revisions.   Previous reports […]

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Car Rental Rates and Demand to Increase This Summer (CAR, HTZ)

Research Question: What are year-to-year pricing and demand expectations for U.S. car rentals this summer and the remainder of 2011? By: Susan Jennings Kantari Companies: CAR, DTG, HTZ, ZIP Click here to download the report (.pdf)   Summary of Findings Although business travel has increased year to year, business travelers have been renting smaller cars and for fewer […]

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Apr 28 2011 Services, Travel & Leisure

Cruise Lines Engage in Heavy Promotions to Fill Ships (CCL, RCL)

Research Question: How are current cruise industry bookings compared with January/February and last year? By: Reverdy Johnson Companies: DIS, LON:CCL/CCL/CUK, RCL Click here to download the report (.pdf)   Updated Findings Three of 10 travel agents said year-to-year bookings were down as much as 15%, a sharp contrast to our Jan. 20 report in which sources reported expectations […]

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